Prudential Financial
HEES

Prudential Financial’s H&E Equipment Services HEES Stock Holding History

Prudential Financial’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,651
Closed -$1.18M – 2650
2023
Q1 		$1.18M Sell
26,651
-15,084
-36% -$736K ﹤0.01% 1653
2022
Q4 		$1.89M Buy
41,735
+15,328
+58% +$594K ﹤0.01% 1342
2022
Q3 		$749K Buy
26,407
+9,217
+54% +$290K ﹤0.01% 1893
2022
Q2 		$610K Buy
17,190
+8,500
+98% +$299K ﹤0.01% 2031
2022
Q1 		$378K Buy
+8,690
New +$365K ﹤0.01% 2315
2018
Q2 		– Sell
-61,617
Closed -$2.37M – 2444
2018
Q1 		$2.37M Sell
61,617
-12,260
-17% -$482K ﹤0.01% 1509
2017
Q4 		$3M Buy
73,877
+2,480
+3% +$84.9K ﹤0.01% 1390
2017
Q3 		$2.08M Sell
71,397
-17,040
-19% -$396K ﹤0.01% 1564
2017
Q2 		$1.8M Sell
88,437
-36,020
-29% -$755K ﹤0.01% 1616
2017
Q1 		$3.05M Buy
124,457
+98,300
+376% +$2.41M ﹤0.01% 1348
2016
Q4 		$608K Buy
+26,157
New +$479K ﹤0.01% 1974
2016
Q3 		– Sell
-11,580
Closed -$220K – 2336
2016
Q2 		$220K Buy
11,580
+1,413
+14% +$26.6K ﹤0.01% 2180
2016
Q1 		$178K Buy
+10,167
New +$147K ﹤0.01% 2208
2014
Q3 		– Sell
-7,928
Closed -$288K – 2251
2014
Q2 		$288K Sell
7,928
-759
-9% -$27.8K ﹤0.01% 2190
2014
Q1 		$351K Buy
8,687
+100
+1% +$3.32K ﹤0.01% 2031
2013
Q4 		$254K Buy
+8,587
New +$235K ﹤0.01% 2128

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial's HEES Position: Q2 2023 in Review

Prudential Financial sold out of H&E Equipment Services (HEES) in Q2 2023, closing a stake of 26,651 shares — an estimated $1.18M sold.

Prudential Financial first reported a position in HEES in Q4 2013 and held it in 16 quarters. The position peaked at $3.05M in Q1 2017. 195 funds tracked by Wall St. Rank hold HEES as of Q2 2023.

  • Prudential Financial reported no remaining H&E Equipment Services position as of Q2 2023 after selling out during the quarter.
  • Prudential Financial sold 26,651 H&E Equipment Services shares in Q2 2023, an estimated $1.18M.
  • Prudential Financial first reported a position in H&E Equipment Services in Q4 2013 and held it in 16 quarters.
  • Prudential Financial's H&E Equipment Services position peaked at $3.05M in Q1 2017.
  • 195 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2023.

Based on Prudential Financial's 13F filing for Q2 2023, filed 11 Aug 2023.